Client Guide : Using Xinet Portal : Understanding the Interface

Understanding the Interface
Top Level/Home
Xinet refers to what you see immediately after you log in to the server as Top Level (using the Exhibit theme) or Home (using the Marquee theme). This is where you can see the folders to which you have access.
From the Top Level or Home you can search folders using the Xinet search engine or browse previews of the assets inside folders.
Xinet Portal Marquee theme - Home
Xinet Portal Marquee theme - Browse:
Xinet Portal Marquee theme - Top Level Facets:
Xinet Portal Exhibit theme - Top Level:
Browse mode interface
The Browse mode interface allows you to look over multiple assets and folders in your Xinet volumes, and with proper permission, to use the various features described in this chapter. In Browse mode, folders appear in alphabetical order, with files at the same level in the file structure listed beneath.
Although it depends on how your administrator has set up your account, users can choose between a number of possible ways to display assets when browsing. In the Exhibit theme, if you’re viewing a level only containing folders, all three views look similar. You can best see differences between views when individual files are being displayed. In the Marquee theme, you can select the level of detail to display from within in the browser.
Contact your Administrator to set your view preferences. For more information, see the “Giving a user Web access to a volume” in the Administration Guide. Also note that the display of the following views can be altered by the Administrator in the Xinet Administration view.
Marquee Theme - Icon view
The Marquee theme allows you to view your assets in various levels of detail. The Icons view shows folders and files together, each represented by a thumbnail. Note, the display of folders is controlled by the Portal Admin options (http:’PortalAddress’/PORTALADMIN).:
For images, PDFs, HTML, and Microsoft assets, Portal presents small thumbnails. You can hover your mouse over a document to see if a document has more than one page. If so, the first and last page numbers are displayed in a button. Clicking on the previous and next arrows, displays an image of that page.
Xinet Portal Marquee theme - Preview each page in thumbnail view:
In the Icons View, other assets such as executables, an associated icon is displayed. Clicking on a folder displays the contents of that folder in the browser window.
Marquee Theme - Icons and Actions view
By selecting the Icons view, you can add more details to view by selecting a combination of the Buttons, Dates, and Details options. The Icons and Actions view presents thumbnail images, the name of the asset, and icons for a number of Portal tasks, - Download Options, Show Details, Show Annotations, Add to Collection, Image Order, and Manage Files.
Xinet Portal Marquee theme - Icons, Actions, and Details view:
Note: If a preview is not available for an asset, such as a ZIP archive, the Preview icon is not displayed.
By selecting the Icons view plus Actions and Details, you can view thumbnails, Creation Date, Last Modification date, and Last Accessed date for the assets and database fields. Note, these buttons will vary depending on what options are set for the users in the user’s Permission Set. In addition, a list of icons are displayed below each thumbnail, enabling your to complete a number of Portal tasks, such as Download Options and Image Order.:
Marquee Theme - Icons, Actions, Dates, and Details View
The Icons, Actions, Dates, and Details view, provides a detailed view for each asset; listing all metadata associated with each asset. This information varies, depending on what Data Fields your Administrator has set up for you.
Marquee Theme - List view
In Marquee, the List view displays the names of all of the assets, in a selected volume, that you are currently viewing. It also shows all the metadata fields associated with these assets, in sortable columns. Click on a column name to sort the list according to the items in that column. (By contrast, the Short view shows icons only.)
The actions you can perform on assets from a List view include the following. Note that you may not be able to perform all of these actions on any particular asset, depending on the type of asset and your permissions. (Use the tooltips to figure out which icon is which.)
Download options: Set the resolution type of file to download (and other options as available)
Show Details: Shows all of the metadata fields in a separate panel, plus information such as modification and creation times.
Show Annotations: Shows annotations
Add to Collection: Add the item to the collection. (Or, to add all items, use the icon at the bottom of the panel.) For more on collections, see Xinet Collections.
Image Order: Provides options to change properties of the image for download.
Manage Files: Provides options to move, copy, rename, or delete the asset.
Get sharable link: Provides a URL that you can copy to the clipboard for sharing or noting. The following image shows an example of getting a sharable link (click the icon next to the URL to copy it to the clipboard
Exhibit Theme - Icon View
Icon View shows files and folders together, each item represented by a Macintosh-style thumbnail. For images, Xinet presents a custom thumbnail preview generated from the image data. For non-images, Xinet presents the icon of the application that created the document. If you would like more information about a file when you are using Icon View, click on thumbnail to open the file’s Information Window. Clicking on a folder will switch your browser so that it displays the contents of that folder.
Exhibit Theme - Short View
In the Short View, all subfolders of the current folder will be displayed first, followed by any files at that level of organization. Clicking on a folder will switch the browser to display the contents of that folder. If it is available, Xinet displays a 112 x 112 pixel preview for any image in a folder. If it is not available, Xinet will use the icon for the application that created the asset.
If you click on any image displayed in Short View, Xinet opens a new window displaying a larger preview as well as additional information (details will vary depending on the file type). Clicking on a non-image will also provide more information about that asset, with the information being provided depending on the type of asset. Xinet, for example, will display previews of InDesign, PDF, and Microsoft Office documents when you click on one of these documents. You may review these previews either as thumbnails or full-sized documents.
Exhibit Theme - Gallery View
The Show Gallery View option allows you to review visual snapshots of assets while browsing through the thumb prints in the Portal browser window. Click on the thumb prints at the bottom of the browser view to view each snapshot. To open a file, double-click on the visual snapshot. The details of the asset are displayed.
Note: This option is enabled by your Administrator. Individual volumes/directories or a global setting can be enabled per users. Contact your Administrator for assistance. Once enabled, the Gallery View icon appears in the interface.
Exhibit Theme - Long View
In Long View, the display will start with a listing of folders. Note, folder display can be turned on or off in the Portal Admin interface (http:’PortalAddress’/PORTALADMIN). Following the list of folders, a detailed listing of files is listed. Each image will have a 112x112 pixel preview.
The content of each listing is identical to the information presented in the Information Window, with the exception that you will not be able to change keywords. If you have permission to change keywords, you will also see an information button which will allow you to open the Media Viewer (MVIEW) where you can modify keywords. Clicking on an image preview will cause Xinet to present a larger preview.
Other Actions in Xinet Portal
You'll see several other options at the top of the window:
Quick Search and Advanced Search allows you to change from Browse mode to Search mode, which will allow you to search in the folder you are browsing and its descendants. Searching for Assets in Portal provides more information.
This allows you to copy assets (one at a time) into the folder you are currently browsing on the Xinet server. For more information, turn to Uploading Assets to Portal.
This allows you to download assets to your Collection. Once done a number of Collection action tools are available for you to apply to these assets.(In our Xinet 18.1 release, we have renamed Basket to Collection in our 18.1 release.) For more information, see Adding and removing assets from the Collection.
This allows you to return to the top-most level of your Xinet volume. For more information, see Top Level/Home.
This opens a sub-window from which, with proper permissions, you may perform such operations as creating subfolders, moving or copying assets, renaming assets, and deleting assets. Managing Assets and Folders provides more information.
Using the Navigator
Once you have selected a volume, use the scroll bar to look through assets. Assets and subfolders are displayed. Use the navigator on the right pane to select another folder to explore. You can go back to previous levels using your browser's Back function, or by clicking on a folder name in the “path”. Use the Home button to go back to the top level of your volume.
Xinet Portal Marquee theme - Navigator:
Xinet Portal Exhibit theme - Navigator
Showing Finder tags in Xinet Portal using the Exhibit theme
You can use the Macintosh Finder tag colors to display tag colors in Portal.
Note: You must have full read/write permission applied to your asset volume to apply color tags.
To apply color labels to your assets:
Click Finder, navigate to your asset volume, and select an asset.
On the Finder toolbar, click the Edit Tags icon, and select a tag.
The applied color tags are displayed in Portal.
Working with Document Previews
In addition to previews for image files over the Web, Xinet Portal also provides previews of layout files and other multi-page documents, including:
Preview details
Double click on an asset to preview a file in the Browser interface. A number of functions are available. The metadata fields displayed in the preview depends on what your Administrator has setup for you.
If an asset has more than one page, you can view thumbnails of each page. Click on a page to apply annotations or to use the Zoom tool. For more information about Annotations, see Adding Annotations to Assets.
Following subsections summarize document preview features for a number of formats. For more information about document previews, their interactive features, and what they offer for day-to-day use, also refer to:
InDesign Previews
Xinet recognizes and provides previews for a very long list of image file formats. Xinet also provides previews of multipage InDesign documents along with information about images used in the file, provided the files have been saved with the Xinet Support ID Plug-in installed.
Xinet Portal Exhibit theme - Preview of an InDesign document
You can find more information about how to ensure that documents saved on the server will have Xinet previews by reviewing WebNative ID Plug-in for InDesign
Other document Previews
Xinet also presents previews of Microsoft Office, HTML, and PDF assets. Refer to Interactive PDF: The Annotator ID plug-in for InDesign about creating PDFs with active links to images residing on the Xinet server.
If you see audio or video streaming files, and you have proper permissions, you can listen to and/or view these files in your current browser without downloading them first. Click on the file in the list, and then again in the lower portion of your browser to start streaming without downloading.
Setting the page display using the Exhibit theme
You can specify the number of assets displayed in the Portal browser window by clicking on the wrench icon and selecting a value from the drop-down menu. If there are additional assets that exceed this value, page numbers and “>>” arrows appear at the bottom of the Portal browser window. To review the next page, click on the page number or click on the “>>” next page arrows.